AAS
Asset Allocation Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
9,075
-1,778
| -16% | -$272K | 0.31% | 67 |
|
|
2025
Q1 | $1.49M | Sell |
10,853
-3,999
| -27% | -$550K | 0.37% | 66 |
|
|
2024
Q4 | $2.22M | Sell |
14,852
-3,792
| -20% | -$566K | 0.53% | 45 |
|
|
2024
Q3 | $2.62M | Sell |
18,644
-6,753
| -27% | -$948K | 0.75% | 39 |
|
|
2024
Q2 | $3.4M | Sell |
25,397
-134
| -0.5% | -$18K | 1.14% | 28 |
|
|
2024
Q1 | $3.25M | Sell |
25,531
-505
| -2% | -$64.2K | 1.15% | 28 |
|
|
2023
Q4 | $3M | Buy |
26,036
+4,971
| +24% | +$572K | 1.17% | 29 |
|
|
2023
Q3 | $2.18M | Buy |
21,065
+1,455
| +7% | +$150K | 1% | 28 |
|
|
2023
Q2 | $2.09M | Buy |
19,610
+14,703
| +300% | +$1.57M | 0.99% | 30 |
|
|
2023
Q1 | $478K | Sell |
4,907
-10,370
| -68% | -$1.01M | 1.38% | 26 |
|
|
2022
Q4 | $1.37M | Buy |
+15,277
| New | +$1.37M | 0.93% | 29 |
|